Lab Create Parameter Dropdowns

Estimated reading time: 8 minutes

Overview

The jDropdown formula helps developers simplify the use of parameters in a data pull or save. It can reduce the rows of data in a report, speeding the report process, sparing server resources, and pulling data more efficiently.

Setting Up The Data Connection

Step 1: Navigate to https://portal.gointerject.com and log in. Set up a data connection by clicking the Data Connections icon.


Step 2: On the Data Connections page, click the New Connection button.


Step 3: In the Connection Type field, verify that Database is selected.


Step 4: The Connection Details page needs to contain the following information for the new connection: Type NorthwindExampleDB_MyName in Connection Name, but include your own name in the suffix. Each connection name must be unique. For the connection string, type Server=myServerAddress;Database=myDataBase;Trusted_Connection=True;. You are using Windows authentication, so username and password are not required. Make sure the server name and database name match the ones you are using for this walkthrough.


Step 5: In the Description field, include details about how the data connection will be used.


Step 6: Click the Save button to create the new data connection.


The Database Data Connection is now ready to be used in a Data Portal. You should always test a new connection with your security context. Follow the steps in the Data Connections walkthrough to test your connection string.

Setting up the Data Portal

Step 1: To add a new data portal, return to https://portal.gointerject.com and select Data Portals from the sidebar menu.


Step 2: Select New Data Portal.


Step 3: Type NorthwindCustomersDropdown_MyName for the Data Portal Code. Since this field must be unique, add your name to the suffix. Select the connection that was made in the previous step, NorthwindExampleDB_MyName. Also enter a name for the stored procedure [demo].[Northwind_CustomerDropdown], which will be created later.


Step 4: Click Create Data Portal to save the new data portal. Additional options for adding parameters will show after selecting the Create Data Portal button.


Step 5: To add your first formula parameter, click Click here to add a Formula Parameter. For this parameter, enter Filter for Name, varchar for Type, and input for Direction to input, as shown below.


Creating the Formula

Step 1: Open the report INTERJECT Customer Collections under the INTERJECT Demos in the Report Library .

This will bring up the Customer Aging Summary.

Step 2: First, right click each hyperlinked paramter in the report, and then choose “Remove Hyperlink.”

Step 3: Next, unfreeze panes by going into Quick Tools and selecting Freeze/Unfreeze Panes.


Step 4: Delete the existing jDropDown formulas from cells C7, C8, and C9. You will be rebuilding these formulas from scratch, so we have to remove them from this report.

Step 5: Now create a new report formula. In cell F7 type =jDropdown() .


Step 4: Next, select the DataPortal argument section, and using a jDataPortal insert “jDataPortal(NorthwindCustomersDropdown_MyName,1)”.


Step 7: For this example, there are no parameters. Select MultiSelect and type FALSE. Then, in Target Cell, type C17.


Step 8: Scroll down to Value Column Name and Display Column Name and input CompanyName and DisplayText respectively.


Step 9: Scroll to the bottom of the function wizard and select the Instruction Text argument. Type Select a Customer. Then click OK to confirm the changes.


Step 10: While still selected on cell F7. Click on Name Box and change the name to compDLL


Step 11: Right click cell B17 where the text Company Name is located. Then select Hyperlink to create a hyperlink.


Step 12: Click on Place in This Document and point the Defined Names to the jDropdown(). In this case, it is in cell compdll.


Step 13: Select ScreenTip. Then, in the textbox, type Interject Dropdown. Select OK in both open windows to save the hyperlink.


Step 14: Now select the hyperlink you just made and type Market into the search options. Notice that there are 4 options. Select BOTTM - Bottom-Dollar Markets.


Step 15: Now that a Company has been selected, Pull the report.


Step 16: The pull will only return the Bottom-Dollar Markets data.


To build the stored procedure that allows this formula to work, continue to the developer section of this lab.